Our Process
365 Retirement Plan™
Our trademarked 5-step planning process is designed to help you meet your individual goals in retirement. During this process, we work step by step to learn more about you, establish a rapport, answer any concerns or questions you have, and build a plan that addresses your personal and financial needs.
Discovery Stage
During our first meeting, we devote our time to learning about your goals and collecting data. We get to know you and your individual financial situation and then talk about what you want out of your retirement.
Analyze Stage
We now go to work. After research and analysis, we will put together your 365 Retirement Plan™ to address top areas of concern, including growth, income, LTC, legacy and estate planning.
Recommendation Stage
During our second meeting, we will review your own 365 Retirement Plan™ to see if you are on track, and also give you our Probability of Success analysis.
Implementation Stage
Implement changes and suggested strategies for a comfortable retirement with added peace of mind.
Maintenance & Monitoring Stage
An ongoing process, step 5 is the maintenance and monitoring stage of the 365 Retirement Plan™. We regularly monitor your accounts, assets, and goals to ensure they continue to align with the written plan we built together. If anything changes with your desires or your situation, we will reconvene to adjust the plan as necessary to evolve with your needs. If we note anything of concern while monitoring, we’ll contact you so that we can choose a plan of action together.
Build Your 365 Retirement Plan™
To begin the discovery stage of your 365 Retirement Plan™, fill out the form and one of our team members will contact you to set up a time to talk.